Integrating Enterprise Architecture (EA) and Solution Architecture (SA) Training

This course is for organizations that have or desired to establish an enterprise architecture function. This course describes enterprise architecture, solution architecture, and the relationship between them. Course topics include: EA architecture frameworks, reference architectures, Solution Architecture, architecture viewpoints, requirements analysis, architecture roadmaps, architecture patterns & tactics, COTS architectures, architecture techniques, and building an architecture toolbox.

 

Course Outline

Chapter 1 - Introduction



  • Introductions

  • Course Outline

  • Handouts & Appendices

  • Practical Application

  • Course Evaluation & Questions

  • Course Delivery Overview


Chapter 2 - Enterprise Architecture (EA) Primer



  • Architecture

  • Architects

  • Enterprise Architecture Definitions

  • IEEE, TOGAF, & Gartner Perspectives

  • Group Discussion: Expectations of EA

  • Key Enterprise Architecture Terminology

  • Architecture Framework: Foundation for a Common Vocabulary

  • Industry EA Frameworks

  • Dimensions of Architecture Scope

  • Group Discussion: EA Partitioning

  • Architecture Domains

  • Depth: Strategic, Segment, and Capability Architectures

  • Example: DOE Segment Identification

  • Example: Segment Architecture

  • Time: Baseline, Target, and Transition Architectures

  • Various Solution Architecture Definitions

  • Group Discussion: Solution Architecture

  • Characteristics of a Solution Architecture

  • Example Solution Architecture: SOA for Insurance

  • Example Solution Architecture: Customer Contact Center

  • Glossary

  • Summary


Chapter 3 - EA Framework



  • The Importance of a Framework for EA

  • TOGAF

  • TOGAF Components

  • Architecture Development Method (ADM)

  • Architecture Content Framework

  • Views & Viewpoints

  • TOGAF Viewpoints

  • Catalogs, Matrices, Diagrams & Viewpoints

  • Architecture Deliverables

  • ADM Techniques

  • ADM Guidelines

  • Enterprise to Solution Architecture

  • Example: Architecture Roadmap

  • Summary


Chapter 4 - Reference Architecture



  • Reference Architecture

  • Reference Architecture Components

  • Reference Architecture Summarized

  • Reference Architecture Context

  • Architecture Principles

  • Components of Principles

  • Qualities of a Good Set of Principles

  • EA Principles: Creation Process

  • Templates: Principle & Principle Catalog

  • Example: Architecture Principles

  • Group Discussion: Principles

  • Applying Architecture Principles

  • Policies

  • Template: Policy

  • Example: Governance Policies

  • Example: SOA Policy

  • Example: Policies

  • Reference Models

  • Example: IBM Business Analytics & Optimization Reference Architecture

  • Example: IBM Insurance Application Architecture

  • Example: SOA Reference Architecture

  • Example:Customer Experience Reference Architecture

  • Business Scenarios

  • Business Scenario Summary

  • Business Scenario Outline

  • Template & Example: Business Scenario

  • Practices: Standards & Guidelines

  • Example: Interoperability Standards

  • Example: Insurance Reporting Reference Architecture

  • Example: Electronic Product Code™ (EPC) Standards

  • Example: Health Care Reference Architecture

  • Resource: Financial Industry Organizations

  • Resource: Health Industry Organizations

  • Resource: Retail Industry Organizations

  • Resource: Technical Organizations

  • Industry Organizations

  • Insurance Industry Standards ROI

  • Requirements

  • Example: Mobile Security Reference Architecture

  • Example: MSRA Requirements

  • Architecture Building Blocks: Reusable Requirement Sets

  • Resource: NIST Security Requirements

  • Example: COTS Standard Requirements Set

  • Summary


Chapter 5 - Views & Viewpoints



  • Views & Viewpoints

  • TOGAF Viewpoint Taxonomy

  • Example: Documenting a Viewpoint

  • Example: Another Viewpoint

  • Popular Modeling Notations

  • Catalogs, Matrices, Diagrams & Viewpoints

  • Metamodel Entities

  • Summary


Chapter 6 - Architecture Requirements



  • Architecture Quality Attributes

  • Quality of Service Requirement Categories

  • Trade-off Analysis

  • Group Discussion: Trade-offs

  • Requirement Patterns

  • Example: Non-Functional Requirement Patterns

  • Architecture Change Cases

  • Elements of a Change Case

  • Example: Change Case

  • Eliciting Change Cases

  • Group Discussion: Change Case

  • Summary


Chapter 7 - Architecture Deliverables



  • Architecture Requirements Document

  • Template: Requirements Specification

  • IEEE Architectural Description Document

  • Template: Architectural Description Document

  • TOGAF Architecture Definition Document

  • Templates: Architectural Definition Document

  • Group Discussion: Architecture Definition Documents

  • Interface Specifications

  • Interface Specification Best Practices

  • Interface Design Document

  • Template: Interface Design Document

  • Database Design Document

  • Template: Database Design Document

  • Platform Design Document

  • Template: Platform Design Document

  • Architecture Decision Document

  • Template: Architecture Decision Document

  • Group Discussion: Architecture Decision Document

  • Summary


Chapter 8 - Solution Architecture Overview



  • Why is Solution Architecture Important?

  • Communications Vehicle Among Stakeholders

  • The Project is Organized Around Architectural Elements

  • What is a System?

  • Why Focus on Structure?

  • Solution Architecture Context

  • Solution Architecture & Domains

  • SA Spans All Domains

  • Relationship to EA Architecture Development Process

  • Solution Architecture

  • Solution Architecture Stakeholders

  • Solution Architecture Deliverables

  • EA Involvement in SA

  • Architecturally Significant

  • Group Discussion: Architecture

  • Resource: Software Engineering Institute (SEI)

  • Resource: SWEBOK

  • Resource: OpenUp

  • Resource: Microsoft Library

  • Group Discussion: Methodologies

  • Summary


Chapter 9 - Core Solution Architecture Methods



  • Shared Vision

  • Example Shared Vision

  • Draw the Boundary

  • Well-defined Interface

  • Example: Context Diagram

  • Identify the External Interfaces

  • Subsystems

  • Subsystem Context Diagram

  • Layers

  • Example: Subsystems with Layers

  • Components

  • Decomposing the System

  • Partitioning Patterns

  • Example Partitioning Based on Patterns

  • Example: Healthcare SOA Framework

  • Requirements Allocation

  • Group Discussion: Requirements Allocation

  • Configuration Management Implications

  • Release Management Implications

  • Testing Implications

  • Work Pattern & Skill Set Implications

  • Work & Build Dependencies

  • Increment/Sprint Planning

  • Sizing Implications

  • More Than Executable Architecture

  • Development Architecture

  • Operations Architecture

  • Group Discussion: Integrating Operations Architecture

  • Summary


Chapter 10 - Solution Architecture Views



  • The 4+1 Views Approach

  • Take a Multiple View Approach

  • UML: Unified Modeling Language

  • UML Notation Examples

  • Use Case View

  • Logical View

  • Process Views

  • Implementation View

  • Deployment View

  • Summary


Chapter 11 - Patterns



  • What are Patterns?

  • Elements of a Pattern

  • Pattern Levels

  • Pattern Types

  • How to Start Using Patterns?

  • Common Architectural Patterns

  • Layers Pattern

  • Example: Retail Layered Architecture

  • Object-Oriented Design Patterns

  • Structural Design Pattern: Facade Pattern Example

  • Enterprise Integration Patterns

  • Messaging Systems: Overview

  • Example Pattern: Pipes and Filters

  • Monitoring Credit Bureau Example

  • EAA Patterns

  • Model-View-Controller (MVC) Pattern

  • SOA Patterns

  • Example: Saga Pattern

  • Business Process Patterns

  • Example: Synchronizing Merge Pattern

  • Configuration Management Patterns

  • New Patterns Continue to Emerge

  • Group Discussion: Patterns

  • Summary


Chapter 12 - Architecture Tactics



  • Tactics

  • Availability Tactics

  • Modifiability Tactics

  • Architectural Patterns and Corresponding Tactics for Modifiability

  • Performance Tactics

  • Security Tactics

  • Testability Tactics

  • Usability Tactics

  • Approach for Describing Tactics

  • Group Discussion: Tactics

  • Pipes & Filters: Tactics

  • Service-Oriented Architecture (SOA): Tactics

  • Summary


Chapter 13 - Architecture Techniques



  • ATAM: Scenario-based Architecture Review

  • Progressive Filtering

  • Rubric

  • Example: Service Design Rubric

  • Example: Architecture Rubric

  • Refactoring

  • Think About the Future, But Wait to Act

  • Feature Tree

  • Decision Tables

  • Decision Table Example

  • Flowcharts

  • Strength, Weakness, Opportunity, Threat (SWOT) Analysis

  • Example: SWOT Layout

  • SWOT Steps

  • Summary


Chapter 14 - Commercial-Off-The-Shelf (COTS)



  • COTS Advantages & Disadvantages

  • COTS Implication: Accept Design Influence

  • COTS Implication: Plan for Stability

  • COTS Implication: Sustain Competency

  • COTS Implication: Vendor Lock-In

  • COTS Implication: Balance Business Needs & Architecture

  • COTS Inherent Risks

  • COTS Risk Management Strategy #1

  • COTS Risk Management Strategy #2

  • COTS Risk Management Strategy #3

  • Group Discussion: COTS

  • Typical COTS Architecture

  • Summary


Chapter 15 - The Architecture Toolbox



  • The Architecture Toolbox

  • The Toolbox

  • What Goes in A Toolbox

  • More Patterns

  • Business Analysis Book of Knowledge (BABOK)

  • Resource: Business Architecture Body of Knowledge (BIZBOK™)

  • DAMA DMBOK

  • Reference Library

  • Practitioner Toolbox Items

  • Group Discussion: Toolbox Items

  • Summary


Chapter 16 - Lessons Learned



  • Process Recommendations Summary

  • Structural Recommendations Summary

  • Anti-Patterns

  • Anti-Pattern: Bleeding Edge

  • Anti-Pattern: Goldplatting

  • Anti-Pattern: Strive for Perfection

  • Anti-Pattern: Stuck in the Weeds

  • Anti-Pattern: Technology Above All

  • Group Discussion

  • Summary


Handout 1 - Sample Principles



  • Business Principles

  • Data Principles

  • Application Principles

  • Technology Principles

  • Governance Principles

  • SOA Governance Principles


Handout 2 - Requirement Patterns


Handout 3 - Rubric Worksheet


Appendix A - Reference Library



  • Industry Organizations

  • References & Further Reading


Appendix B - Glossary



  • ABC

  • DEF

  • GHI

  • MNO

  • PQR

  • STU

  • VWXYZ


Appendix C - Pattern List

Audience

Enterprise Architect, Solution Architect, Architecture Stakeholders